Example Salesforce Project Tech Doc
Salesforce User Record Visibility Updates
Last Updated: May 21, 2025
Profile:
Name = New Profile Name
Removed “View All Records” permission for following Objects:
Confirmed “View All Data” permission was not selected under System Permissions
Accounts: Removed “View All Records” permission
Contacts: Removed “View All Records” permission
Opportunities: Removed “View All Records” permission
Objects that require additional confirmation (not a major object):
Campaigns: Remove “View All Records” and “Modify All Records” permissions?
Deprecated Objects that still have “View/Modify All Records” permissions (Tech Debt Clean Up):
Enter Deprecated Object(s) Here
Sharing Rules:
Created new Accounts Sharing Rules:
Name = Specific Records Only
Based on Criteria: Enter Condition Here
Read/Write Account and Contract Access
Read/Write Access for the following Child Objects:
Opportunity
Case
Role/Public Group:
Created new Role or Used existing: Enter Role Name
Add Any Additional Build Notes/Images Here: